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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,775,235 | $160,040+1009.2% | $147,096+1106.9% | $145,877+1116.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.02% | 98.49%-87.5pp | 419.75%-408.7pp | 551.28%-540.3pp |
| Employer contribution / active EE | $45,000 | $5,289+750.8% | $4,936+811.7% | $4,663+865.1% |
| Participant deferral / active EE | $26,500 | $8,429+214.4% | $8,071+228.3% | $6,691+296.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |